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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,666 | $60,119-77.3% | $90,430-84.9% | $79,858-82.9% |
| Participation rate | 98.3% | 65.0%+33.3pp | 72.7%+25.6pp | 69.6%+28.6pp |
| Annual return | 5.04% | 71.94%-66.9pp | 1293.73%-1288.7pp | 31.72%-26.7pp |
| Employer contribution / active EE | $2,285 | $2,068+10.5% | $3,262-30.0% | $2,471-7.5% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $914 | $3,976-77.0% | $5,613-83.7% | $5,306-82.8% |